Are You Making the #1 Mistake?
Brenda was a highly successful financial advisor when she decided to avail herself of obvious new business opportunities. A new hospital was being built about 10 miles away. She observed there were many medical and dental offices within walking […] Read More
A Story of Hope
This week end I saw a movie Clouds that sent tentacles into the core of my being. This is the story of Zach Sobiech. Zach was diagnosed with a rare childhood cancer called an osteosarcoma […] Read More
What If You HeaR, “I Work for Hugs?”
The incoming president of the American College of Surgeons started his keynote address with the words, “I work for hugs.” These four words help explain why so many financial advisors have difficulty engaging doctor prospects. How […] Read More
Webinar: With What DOctors SHould You Work?
Would you like to work with more doctor clients? Through my decade of experience helping financial advisors accelerate their growth in the medical market, I can tell you that the most successful advisors do not […] Read More
How do You Beat Your COmpetition?
I was speaking with a frustrated financial advisor who asked, “How can I possibly compete with the national firms who run TV and radio ads? i’m just a small boutique firm.” I told him that I liked […] Read More
Weighing Risks and Rewards of In-Person Meetings
I got a call from a dear friend and colleague who retired a few years ago. While I follow her international travels through her Facebook posts, we haven’t seen each other in years. We reminisced […] Read More
Do Your Clients have Financial PTSD?
I was speaking with a physician friend—let’s call her Jan— who was in a state of panic. How was she going to pay her mortgage? Was she going to lose her house? Jan, like many […] Read More
A Client Acquisition Success Story
A funny thing happened in my small cul-de-sac. And as a student of success, it made me think. As my dog and I headed out for our morning walk, my neighbor Jim was outside observing […] Read More
“I Hate Selling!”
“I hate selling!” I said those words over and over as I made my transition from a practicing surgeon to an entrepreneur two decades ago. I loved what I did in my fledgling consulting business. […] Read More
Are You Testing and Tweaking?
If you’re on my mailling list, you will notice a new look to the newsletter. Gone are the style elements that make the emails look pretty. Why did I do it? I learned that plain […] Read More